+3,088.0%
AX vs VOO
+817.1%
+2,270.9%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.4% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -5.6% | +0.1% | -5.7% | -5.7% |
| 3M | +11.7% | +2.0% | +9.7% | +8.6% |
| 6M | +8.7% | +13.0% | -4.4% | -7.5% |
| YTD | +13.7% | +13.6% | +0.1% | -3.8% |
| 1Y | +6.3% | +20.1% | -13.8% | -16.3% |
| 3Y | +122.0% | +77.6% | +44.4% | +6.6% |
| 5Y | +107.7% | +82.4% | +25.3% | -1.5% |
| 10Y | +343.8% | +316.8% | +27.0% | -18.5% |
| All | +3,088.0% | +817.1% | +2,270.9% | +140.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling